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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,726 | $185,312+27.7% | $161,489+46.6% | $154,746+53.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.92% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $4,809 | $4,769+0.8% | $4,268+12.7% | $4,379+9.8% |
| Participant deferral / active EE | $4,429 | $6,350-30.2% | $5,630-21.3% | $6,730-34.2% |
| Admin fee / account holder | $1,587 | $18,654-91.5% | $16,006-90.1% | $14,365-89.0% |